Weyerhaeuser (NYSE: WY) reported third-quarter 2026 net earnings of $61 million, or $0.08 per diluted share, on net sales of $1.862 billion. Net sales increased from $1.717 billion in the prior-year quarter, while net earnings declined from $80 million.
The company reported adjusted EBITDA of $248 million, up from $217 million a year earlier. It also agreed to divest about 81,000 acres of non-core Arkansas timberlands for $146 million, with closing expected in the fourth quarter.
- Third-quarter net sales were $1.862 billion, compared with $1.867 billion in the second quarter.
- Net cash from operations totaled $193 million during the quarter.
- Weyerhaeuser expects fourth-quarter Timberlands earnings before special items and adjusted EBITDA to be comparable with the third quarter.
- The company began construction on its first biocarbon facility in McComb, Mississippi, and on two additional solar sites.
$WY Hedge Fund Activity
We have seen 407 institutional investors add shares of $WY stock to their portfolio, and 414 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK removed 14,115,587 shares (-60.9%) from their portfolio in Q2 2026, for an estimated $337,927,152
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 11,302,099 shares (+inf%) to their portfolio in Q2 2026, for an estimated $270,572,250
- PRICE T ROWE ASSOCIATES INC /MD/ removed 9,073,014 shares (-67.4%) from their portfolio in Q2 2026, for an estimated $217,207,955
- WELLINGTON MANAGEMENT GROUP LLP added 5,437,685 shares (+14.3%) to their portfolio in Q2 2026, for an estimated $130,178,178
- 59 NORTH CAPITAL MANAGEMENT, LP removed 3,669,100 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $87,838,254
- ATLAS FRM LLC added 2,850,000 shares (+1500.0%) to their portfolio in Q2 2026, for an estimated $68,229,000
- JPMORGAN CHASE & CO added 2,783,340 shares (+inf%) to their portfolio in Q2 2026, for an estimated $66,633,159
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
